Half-Year 2024 Recap

Half-Year 2024 Recap: Showcasing Significant Enhancements to Intermediary & Investor Database 

“As we enter the second half of 2024 at AdvizorPro, I’m proud to reflect on the significant strides we’ve made in enhancing our intermediary & investor database.

The advancements we’ve introduced this year represent major milestones in our mission to provide the most comprehensive, accurate, and user-friendly platform for connecting with investment professionals.

I’d like to express my heartfelt appreciation to our talented team for their commitment to innovation and to our valued clients for their instrumental feedback and guidance.

We look to continue our momentum and achieve even greater success in the months ahead!” – Hesom Parhizkar, Cofounder & CTO of AdvizorPro

Explore Our New Features & Updates

In the first half of 2024, we’ve released significant updates to optimize our clients’ sales and marketing workflows. We refined every aspect of AdvizorPro to make it the ultimate tool for asset managers, software providers, insurance carriers, and recruiters. Here are the top new features & updates released in the first half of the year: 

• New & Enhanced Datasets

• • Advisor Teams Dataset
  • Family Office Dataset
  • Bank & Trust Company Dataset

     

• Release of Contact Algorithm 3.0

• • Major update to the proprietary artificial intelligence algorithm used to collect and validate key contact information
  • Higher accuracy of contact details (emails, phone numbers, etc.) and improved collection of other information (job titles, LinkedIn profiles, etc.)

     

• Enhanced Contact Profiles

• • Added several hundreds of thousands of headshots and bio’s to contacts throughout the platform

     

• User Interface Refresh

• • Redesigned the user interface to improve usability, appearance and enhanced our search functionality

     

• New Contact Search Filters

• • To help bring some of the rich prop data AdvizorPro has, you can now filter contacts by seniority, investment committee, hobbies & sports teams, and awards & accolades

     

• Evolved Insights in Firm Profiles 

• • View key insights, updates, and intelligence all in one place

     

• Tagging of Breakaway Advisors in Dashboard

• • Added a ‘Breakaway Advisors’ tab to the dashboard, providing visibility into advisors who have left wirehouses to join or start their own RIAs

     

• Non-Advisor Logic Enhancement

• • Refined our “non-advisor’ tagging logic to include even more securities licensed professionals that are not practicing financial advisors

What’s Next?

We’re excited to share our product roadmap for the remainder of the year, focused on solidifying our position as the leading database of financial professionals. We will continue to improve our product and its features to ensure that our database remains the most comprehensive and accurate in the market. Here’s what’s coming soon: 

• Lead Scoring

• • Lead scoring will allow you to rank contacts based on their perceived value to your organization

     

• AI Chat

• • The AI chatbot will enable you to ask questions about what you’re looking for, and it will automatically filter and refine the results for you

• List Matching Enhancement – Company Level
  • You’ll have the ability to upload a list and match it with a list of companies, rather than just individual contacts.
• Additional Datasets
  • We will be adding additional datasets in the coming months. These upcoming datasets will further enhance our product suite, providing you with even more valuable insights and information.